How to choose the right CRM for your business
A growing business needs a good Customer Relationship Management (CRM) solution. However, when it comes to choosing a system, there are lots of elements to consider.
From understanding your requirements, your processes, users and current setup, to navigating what you want to achieve moving forward, it can all get a little overwhelming.
To help you determine what your business needs from a CRM system and how to move forward with the selection process, we have put together this eBook. Within it, you will find CRM advice, best practices, top tips from our team of experts, things to consider throughout your journey, and more.
As a Microsoft Gold Partner, Pragmatiq specialise in designing, developing, implementing and supporting Dynamics 365. Whatever stage you are in your CRM journey, we hope you find this resource useful.
Read this e-book to get practical advice on:
• What is a CRM System?
• Signs your business needs a CRM System
• Moving from spreadsheets to a CRM Bespoke CRM or off-the-shelf software – which is right for you?
• Key considerations when choosing a CRM System
• You’ve chosen a system – what next?
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What our clients sayVIEW CASE STUDIES
“They worked in a professional manner throughout the project, paid attention to detail and were accommodating to our tight timescales.”
“Pragmatiq worked to tight and fixed timescales to complete a focused delivery which had real business value.”
“They listened, they understood and they made the changes to deliver a system that is both efficient and effective. Communication was effective and regular and I have no qualms in recommending the Pragmatiq team.”
“The results were quick and impressive. Offering us a totally up to date platform with all of the automation we had originally asked for. We are keen to continue to work with Pragmatiq and look to develop the system again in the future.”
“The after service has been brilliant with the Pragmatiq helpdesk portal, quick to respond and deal with any issues that arose after the system was implemented.”
“The team at Pragmatiq provided us with a platform that not only works for all our Associations and their individual requirements but one that will grow with us as an organisation.”
“Pragmatiq are a trusted and dynamic CRM partner. They have provided quick, flexible and innovative solutions to the challenges we’ve given them whilst being professional and supportive.”
“Thanks to Pragmatiq, we now have a bespoke system that has been tailored to our specific needs and is fully integrated with Microsoft Dynamics.”
“It was clear that an off-the-shelf package wouldn’t give us the security, efficiency, and ease of use that our Dynamics system would.”
“We undertook an extensive procurement process to find the right provider. It was clear that Pragmatiq understood our organisation and needs in a way that other providers didn’t. We have been working with them now for a few months and have been delighted with their approach and commitment to getting things right. The whole team is professional, engaged, and reliable and I look forward to working with them again on future developments.”
“We are a fast-growing business requiring a system that is able to keep up with the pace and provide us with quick processes, reports and dashboards for all departments. We have worked closely with the team for over 12 months and we are over the moon with where we currently are.”
“They have really listened – and worked hard to understand who we are and what we want to achieve. I cannot recommend them highly enough and am very glad we chose them.”
“The dedication, knowledge and customer service shown to the delivered projects has been exceptional and their innovative approach to business is inspiring.”
“Pragmatiq were focused in their approach and delivered to tight timescales, as well as being a pleasure to work with.”
“The Pragmatiq technical team ran with a large project and its fair to say now know our business inside out. Their ability to understand what we do and how we do it having only seen it from an ‘IT perspective’ was and still is impressive. We would highly recommend Pragmatiq.”
“We have been very impressed with the new CRM and feel it is fit for purpose and has given us specific functionality, with possibilities to add to the system. Pragmatiq are organised and professional in their approach and I would not hesitate in recommending them.”